Retirement can feel like a big question mark. This webinar is designed for pre retirees who want a clearer picture of what comes next. We will walk through the basics of retirement planning and the decisions that often come up along the way. We’ll cover:

• How to get started with a retirement plan
• Understanding income and expenses today and in retirement
• An overview of Social Security options
• Estimating how much you may need to save
• Checking in on your readiness and possible next steps

Whether retirement is a few years away or closer on the horizon, this session offers practical context to help you better understand the road ahead.

This webinar is presented by Associate Financial Advisor, Betty Rauch.

Associate Financial Advisor, Betty Rauch
866-300-9382, option 4
betty.rauch@suncoastcreditunion.com 

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.